Harry Burn - Sound Shore Management Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Jun 30, 2025
Filing Date		Aug 06, 2025
Total Stocks		36
Portfolio Value		$2.93B

Sound Shore Management Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q1 2020Mar 31, 2020	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy - Position Entry	+1,906,144	$74.93K	1,906,144
Q1 2020Mar 31, 2020	WFC Wells Fargo & Company	Wells Fargo & Company	Buy - Position Entry	+1,526,032	$43.80K	1,526,032
Q1 2020Mar 31, 2020	VZ Verizon Communications Inc.	Verizon Communications Inc.	Buy - Position Entry	+1,388,950	$74.63K	1,388,950
Q1 2020Mar 31, 2020	HSIC Henry Schein, Inc.	Henry Schein, Inc.	Buy - Position Entry	+1,086,788	$54.91K	1,086,788
Q1 2020Mar 31, 2020	PFE Pfizer, Inc.	Pfizer, Inc.	Buy	+1,072,931+46.9%	$109.72K	3,361,494
Q1 2020Mar 31, 2020	CMCSA Comcast Corporation	Comcast Corporation	Buy	+704,497+26.3%	$116.17K	3,379,149
Q1 2020Mar 31, 2020	ADI Analog Devices, Inc.	Analog Devices, Inc.	Buy - Position Entry	+664,102	$59.54K	664,102
Q1 2020Mar 31, 2020	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Buy	+509,607+33.5%	$101.64K	2,029,614
Q1 2020Mar 31, 2020	LEN Lennar Corporation	Lennar Corporation	Buy	+478,019+23.4%	$96.14K	2,516,837
Q1 2020Mar 31, 2020	CI The Cigna Group	The Cigna Group	Buy - Position Entry	+414,653	$73.47K	414,653
Q1 2020Mar 31, 2020	AON Aon Plc	Aon Plc	Buy - Position Entry	+369,894	$61.05K	369,894
Q1 2020Mar 31, 2020	ORCL Oracle Corporation	Oracle Corporation	Buy	+243,691+11.3%	$115.72K	2,394,476
Q1 2020Mar 31, 2020	ELAN Elanco Animal Health Incorporat	Elanco Animal Health Incorporat	Buy	+241,811+6.8%	$85.30K	3,809,871
Q1 2020Mar 31, 2020	CVX Chevron Corporation	Chevron Corporation	Buy	+227,378+24.4%	$83.96K	1,158,755
Q1 2020Mar 31, 2020	LRCX Lam Research Corporation	Lam Research Corporation	Buy - Position Entry	+204,771	$49.15K	204,771
Q1 2020Mar 31, 2020	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+107,194+6.8%	$128.82K	1,674,297
Q1 2020Mar 31, 2020	WMT Walmart Inc.	Walmart Inc.	Buy	+85,253+11.8%	$91.53K	805,547
Q1 2020Mar 31, 2020	PKG Packaging Corporation of Americ	Packaging Corporation of Americ	Buy - Position Entry	+5,400	$469.00	5,400
Q1 2020Mar 31, 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-2,469-3.3%	$84.63K	72,835
Q1 2020Mar 31, 2020	BP BP p.l.c.	BP p.l.c.	Sell	-5,050-17.9%	$563.00	23,100
Q1 2020Mar 31, 2020	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Sell	-41,748-11.6%	$89.88K	316,933
Q1 2020Mar 31, 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-50,722-6.4%	$134.60K	736,180
Q1 2020Mar 31, 2020	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-99,583-16.4%	$79.96K	507,016
Q1 2020Mar 31, 2020	MS Morgan Stanley	Morgan Stanley	Sell	-104,986-3.0%	$114.57K	3,369,641
Q1 2020Mar 31, 2020	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-123,426-25.8%	$88.70K	355,683
Q1 2020Mar 31, 2020	BAC Bank of America Corporation	Bank of America Corporation	Sell	-194,006-5.4%	$72.77K	3,427,833
Q1 2020Mar 31, 2020	C Citigroup, Inc.	Citigroup, Inc.	Sell	-457,225-21.8%	$69.04K	1,639,191
Q1 2020Mar 31, 2020	CB Chubb Limited	Chubb Limited	Sell - Position Exit	-510,215-100.0%	$0.00	-
Q1 2020Mar 31, 2020	AMAT Applied Materials, Inc.	Applied Materials, Inc.	Sell	-587,647-31.6%	$58.18K	1,269,788
Q1 2020Mar 31, 2020	COF Capital One Financial Corporati	Capital One Financial Corporati	Sell	-650,647-35.1%	$60.64K	1,202,699

Page 26 of 55 • 1624 total trades

«‹

24 25 26 27 28

›»